The Automations library is your shortcut to powerful workflows. Whether you're just getting started or scaling across a team, the library gives you access to proven Automations built by Follow Up Boss and shared by other high-performing users.

🔍 What is the Automations library?

The Automations library is a central hub where you can:

• Browse prebuilt workflows from Follow Up Boss and the community

• Preview what each Automation does

• Add any Automation into your own account

• Customize and activate it for your workflows

You’ll find it inside your Automations section — just click the Library tab at the top.

📁 Types of Automations you’ll find

The library is divided into two sections:

🧩 FUB Automations

Professionally built by the Follow Up Boss team, these include templates for lead routing, follow-up, and task automation.

🌎 Community Automations

Shared by other FUB users — team leaders, coaches, ops managers — who want to contribute what’s working for them.

Use the toggle at the top of the screen to switch between FUB and Community Automations.

🔎 Filter by category

Find the right Automation faster with the category filter:

• Lead assignment – Route leads to the right agent or lender

• Lead disposition – Automatically update status, stage, or tags

• Drip campaign – Send automated email sequences to nurture leads

• Lead management – Create tasks, assign follow-up, and apply tags

• Lead behavior – Trigger actions based on engagement (like clicks or visits)

• Transaction management – Automate reminders and steps from contract to close

• Internal ops / admin – System cleanup, task accountability, and internal workflows

• Other – Anything that doesn’t fit into the categories above

📥 How to use an Automation from the library

1. Go to Automations > Library

2. Browse or filter using the category menu or FUB/Community toggle

3. Click "view automation" on any Automation to preview its workflow and description

4. Click Use Automation to copy it into your account

5. Customize the Automation — update assignments, filters, and tags

6. Activate it when you're ready

🔐 You’ll get your own version — changes won’t affect the original in the library.

✨ Why use the library?

• Save time – Start with proven templates instead of building from scratch

• Get inspired – See how other teams handle follow-up, lead routing, and Flex workflows

• Standardize your processes – Roll out consistent Automations across your team

📤 Want to share your own Automation?

You can publish Automations to the library to help other FUB users and showcase your team’s best practices.

Here’s how to share:

1. Go to your Automations list

2. Click the ellipsis (⋯) > Share on the Automation

3. Toggle on “Share to Library”

4. Add a name, description, and category 

5. Click Done — your Automation will appear in the Community tab of the library

🧠 Tips for getting the most out of the library

• Preview before using – Make sure the workflow aligns with your goals

• Always customize – Update users, delays, and filters before activating

• Test before going live – Especially for lead assignments or communication steps

• Check back often – New Automations are added regularly